BIT
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BlackRock Institutional Trust’s Vanguard Small-Cap Value ETF VBR Stock Holding History

BlackRock Institutional Trust’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-27,578
Closed -$2.69M – 4034
2013
Q4 		$2.69M Buy
27,578
+23,278
+541% +$2.2M ﹤0.01% 3045
2013
Q3 		$388K Buy
+4,300
New +$380K ﹤0.01% 3565

Other funds holding VBR

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return